|
|
Post by mnholdem on Jul 3, 2018 4:28:15 GMT -5
|
|
|
|
Post by mnholdem on Jun 30, 2018 15:20:33 GMT -5
rockstarrick - I never want to get on the wrong side of a guy with so many guns ... I reread the posts and see where I got the wrong impression. Thought it was a camaraderie thing with the "shitload" of shares ... you know, the I'll show you mine if you show me your's kinda thing. Only kidding ... Hey, I should’ve included the persons name,,, you aren’t the only one who thought it was me. I just thought it was strange for Fidelity to ask someone that, so I shared here to see if more people got the same. We’re good ✌🏻😎 In other words, the chamber is hot but the safety is still on? |
|
|
|
Post by mnholdem on Jun 28, 2018 13:50:37 GMT -5
To My Fellow ProBoard members:
If you missed the invite-only investor webcast (with slidedeck), you can catch it again here*: lifesci.rampard.com/20180627/player.html
* Apologies if anybody already posted this.
|
|
|
|
Post by mnholdem on Jun 28, 2018 11:09:40 GMT -5
* Dr. Edelman believes the key to Afrezza being successful is adherence and persistence
Perhaps one of the reasons that Edelman is an insulin pump advocate is because he recognizes that it's more likely that patients will adhere to their treatments with a pump that with other manually-administered treatments. The pump is simple, although some can be a bit much for the technically-challenged, especially for calibrating and maintenance.
Where Afrezza shines is that it's simple to use, even though it's not automated. One of the challenges facing Castagna and Kendall resides in communicating the simplicity of Technosphere Insulin to the diabetes treatment community. So many endos are concerned with 1-unit increments, and rightly so, because RAA's have such a long tail. How much RAA insulin is still in your bloodstream from dosing your last meal? It's complicated and, frankly, doctors have gotten accustomed to insulin being complicated, especially if self-dosed without a pump.
Afrezza doesn't have that long tail. It's out of the bloodstream before the next meal, so complicated calculations that take insulin stacking into account with Novolog and Humalog have become a thing of the past with Afrezza. The real challenge is to get that message out in a manner in which it can be understood and accepted.
Once that's done (and it will take a monumental effort by Dr. Kendall) then wide-scale adoption will naturally follow.
|
|
|
|
Post by mnholdem on Jun 27, 2018 14:07:26 GMT -5
I thought he said Senseonics I think he mentioned the FDA approved the Senseonics device two days before the ADA meetings. It seemed like some shameless plugging...good for him! |
|
|
|
Post by mnholdem on Jun 27, 2018 13:38:24 GMT -5
What is also clear is that ... peppy isn't putting a like on anything that says Fox on it. Not true. You used that word in your post and peppy liked it.  |
|
|
|
Post by mnholdem on Jun 27, 2018 13:26:32 GMT -5
I listened to the most of the webcast - I had to skip part of it for a brief meeting with two of my managers - and Dr. Kendall made some comments that were very eye-opening.
The first trial patient who inhaled Afrezza did so twenty years ago. In all that time, with over 60 trials (which does not include another couple dozen preclinical studies) MannKind has only had six publications of the data related to their trial results. Six! David went on to state that MannKind will release its first publication on the STAT results in the 2nd week of July. I am assuming that since he used the word "first" that there will be more publications to follow, including clinical information from the late-breaking poster on significant reductions of hypoglycemic excursions and A1c levels.
IMO, this is a team that gets it. A pharmaceutical company must publish information about a drug if they expect it to be widely adopted. Endocrinologists and primary care physicians who deal with diabetes absolutely want what's best for their patients, but they are not about to prescribe a treatment that they simply do not understand or know too little about. I'm looking forward to what I hope will be the first of many clinical data publications and I hope it shows up in a major medical journal.
Dr. Kendall also mentioned that MannKind is currently preparing another trial that will be aimed at improving the Afrezza label. He did not provide specifics about trial endpoints, but Kendall did mention that they are planning to schedule the trial later this year and that the trial would be very short in duration.
It seems to me that this new executive team is focused on the critical steps needed in order to achieve industry-wide adoption of Afrezza.
 |
|
|
|
Post by mnholdem on Jun 26, 2018 16:42:05 GMT -5
This stock's visibility on Wall Street will definitely be enhanced if the investment firms that are on the invite list decide to initiate coverage on MNKD based on the merits of the company, its technology and its business plan.
|
|
|
|
Post by mnholdem on Jun 26, 2018 16:37:54 GMT -5
The STAT study WAS very statistically significant and ground breaking in diabetes care. Negative spin doesn't help diabetics. Afrezza does. The world is about to learn. Statistically significant or not, the trial provides MannKind with more information to communicate to prescribers. IMO, the Number 1 reason that doctors aren't prescribing Afrezza in large numbers is that they simply want more information about this new insulin. CMO Kendall will be providing that information to healthcare professionals in the coming weeks and months utilizing a variety of communication channels.
|
|
|
|
Post by mnholdem on Jun 26, 2018 14:26:52 GMT -5
Was being sacastic... as we are currently at $2. You could take lessons from baba...he makes sarcasm seem effortless.  |
|
|
|
Post by mnholdem on Jun 26, 2018 4:47:33 GMT -5
Hedge Funds Now Own 19.5% Of MannKind Corporation (MNKD)
June 25, 2018
Excerpts:
MannKind Corporation (NASDAQ:MNKD) has made a 85.25% comeback from a 12-month low price of $1.09. It was seen 2.55% higher, changing the price to $2.01, when the closing bell rang on 06/22/2018. At recent session, the prices were hovering between $1.87 and $2.03. This company shares are 49.25% off its target price of $3 and the current market capitalization stands at $287.25M. The recent change has given its price a 8.77% lead over SMA 50 and -71.12% deficit over its 52-week high. The stock witnessed 3.61% gains, -19.92% declines and -11.84% declines for the 1-month, 3-month and 6-month period, respectively. To measure price-variation, we found MNKD’s volatility during a week at 5.81% and during a month it has been found around 4.52%.
MannKind Corporation (MNKD) Top Holders
Institutional investors currently hold around $53 million or 19.5% in MNKD stock. Look at its top three institutional owners. D. E. Shaw & Co., Inc. owns $9.78 million in MannKind Corporation, which represents roughly 3.4% of the company’s market cap and approximately 18.45% of the institutional ownership. Similar statistics are true for the second largest owner, Vanguard Group Inc, which owns 4,589,397 shares of the stock are valued at $9 million. The third largest holder is Blackrock Inc., which currently holds $6.83 million worth of this stock and that ownership represents nearly 2.38% of its market capitalization.
MannKind Corporation 13F Filings
At the end of March reporting period, 50 institutional holders increased their position in MannKind Corporation (NASDAQ:MNKD) by some 7,382,804 shares, 45 decreased positions by 3,739,795 and 32 held positions by 16,101,721. That puts total institutional holdings at 27,224,320 shares, according to SEC filings. The stock grabbed 27 new institutional investments totaling 3,626,216 shares while 20 institutional investors sold out their entire positions totaling 199,700 shares.
Source: postanalyst.com/2018/06/25/hedge-funds-now-own-19-5-of-mannkind-corporation-mnkd/
|
|
|
|
Post by mnholdem on Jun 26, 2018 2:57:10 GMT -5
|
|
|
|
Post by mnholdem on Jun 25, 2018 17:30:43 GMT -5
Even as several states and Washington, DC, allow marijuana, the federal government still strictly prohibits pot. Under the scheduling system, the federal government classifies marijuana as a schedule 1 drug, meaning it's perceived to have no medical value and a high potential for abuse. The classification puts marijuana in the same category as heroin and a more restrictive category than schedule 2 drugs like cocaine and meth.
The big distinction between schedule 1 and 2 substances, instead, is whether the federal government thinks a drug has medical value. The DEA says schedule 2 substances have some medical value and schedule 1 substances do not, so the latter receive more regulatory scrutiny even though they may not be more dangerous. It may be helpful to think of the scheduling system as made up of two distinct groups: nonmedical and medical. The nonmedical group is the schedule 1 drugs, which are considered to have no medical value and high potential for abuse. The medical group is the schedule 2 to 5 drugs, which have some medical value and are numerically ranked based on abuse potential (from high to low).
There have been many calls to reschedule marijuana, but they've run into a serious hurdle: To date, there have been no large-scale clinical trials on marijuana. Those kinds of studies are traditionally required to prove a drug has medical value to the federal government. But these studies are also much more difficult to conduct when a substance is strictly regulated by the federal government as a schedule 1 drug. So pot is essentially trapped in a catch-22: It likely needs a large-scale clinical trial to be rescheduled, but those trials are going to be much harder to conduct until it's reclassified.
Source: www.vox.com/cards/marijuana-legalization/marijuana-schedule
|
|
|
|
Post by mnholdem on Jun 25, 2018 17:22:13 GMT -5
I’m thinking of course they do:-)) No matter how many people have told me they’ll never admit they were wrong, I don’t believe it ... you give away a good thing, you go back and get it, or at least try! Sometimes it’s too late baby:-) Yes, a bidding war would be good but would never go back with SNY again. Would not trust them at all. Excerpt from An Interview With MannKind CEO Michael Castagna - the topic is Sanofi in this part of the interview:
Castagna:
People forget, they [Sanofi] had Apidra, which competes against Lilly and Novo Nordisk, and they didn't succeed with that, either. I wasn't here, but what makes you think they're going to succeed with another mealtime insulin when they couldn't do one on their own?
Speights: Is finding another partner even on the radar screen at all now?
Castagna: I have expressed publicly that we're open to a co-promote partner. To me, this is our lead asset. I was actually a shareholder of MannKind when they got [Afrezza] approved. When they gave it to Sanofi, I sold my shares.
Source: www.fool.com/investing/2017/11/19/an-interview-with-mannkind-ceo-michael-castagna.aspx
|
|
|
|
Post by mnholdem on Jun 25, 2018 17:08:55 GMT -5
Ironically, it's easier for a foreign pharmaceutical company to gain access to the U.S. market than it is for domestic companies, largely because of federal laws governing cannabis production and interstate transportation. Some of those laws are starting to be challenged but the foreigners have a distinct advantage. Incidentally, GW Pharmaceuticals is based in the U.K.
 |
|
